How do I use the confidential notes?

"How do I use the confidential notes?"

The "Confidential notes" page is a place to write notes that're only available to people who've got full payroll admin permissions.

To add to a person's confidential notes:

1. First, select the person on: MenuPeople
2. Then tap: PayConfidential notes
3. Tap into the "Confidential notes" box.
4. And type in your notes.
5. And finally, tap: Save

You may decide to add "Confidential notes" about:

• Disciplinary actions.
• Changes in pay rate.
• Managerial decisions.
• Notes about final pay.
• And much more.

To see a history of previously recorded notes:

1. First, hover your mouse over: Confidential notes
2. Then next to "Confidential notes", tap the three dots: (on the far left)
3. Then tap: History
4. And finally, history slides out on the right, listing all the notes that've been recorded in the past.

Keep in mind that:

• The "Confidential notes" won't be visible to org admins or regular people.
• In addition, even if you're a full payroll admin yourself, you can't see the "Confidential notes" page about yourself.

For advanced usage:

• Remember, that any employee may have the right to request a copy of their own: Confidential notes
• The employee may have request rights under GDPR article 15: "Right of access by the data subject"

And that's it! That's everything you need to know about using confidential notes!